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J P CRAIN FAMILY SCHOLARSHIP FUND 102110326320: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
J P CRAIN FAMILY SCHOLARSHIP FUND 102110326320 (EIN 34-6985380)
Tax period
2022-04-01 to 2023-03-31
Filed
2023-08-11
IRS object ID
202302239349100505
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2023-08-11T12:15:15-04:00ReturnTs
Tax Period End2023-03-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN341495118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BASHORE REINECK STOLLER & WATERMAN INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityPAULDINGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP458790249ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-04-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN346985380EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JP CRAIN FAMILY SCHOLARSHIP PFDNBusinessNameLine1Txt
Business Name Line2PAULDING COUNTY AREA FOUNDATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJPCRBusinessNameControlTxt
Phone4193998296PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityPAULDINGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45879ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPAULDING COUNTY AREA FOUNDATIONPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4193998296PhoneNum
Signature2023-07-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLISAPersonFirstNm
Person LastMCCLUREPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMATTHEW F REINECK CPAPreparerPersonNm
PTINP00116343PTIN
Phone4193993686PhoneNum
Preparation2023-07-19PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,076,577FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$17InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$17InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$20,587DividendsRevAndExpnssAmt
Dividends Net Invst Incm$20,587DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$27,122NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$61,486GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$24,522CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,850OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$51,576TotalRevAndExpnssAmt
Total Net Invst Incm$45,126TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$8,146LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$2,715LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$5,431LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$6,395AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,130AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,265AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$557TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$557TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$403OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$203OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$200OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$15,501TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,048TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$10,453TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$65,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$65,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$81,301TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,048TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$76,253TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$29,725ExcessRevenueOverExpensesAmt
Net Investment Income$40,078NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$41,466CashBOYAmt
Cash EOY$22,264CashEOYAmt
Cash EOYFMV$22,264CashEOYFMVAmt
Prepaid Expenses EOY$591PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV$591PrepaidExpensesEOYFMVAmt
Other Assets BOY$900,063OtherAssetsBOYAmt
Other Assets EOY$888,593OtherAssetsEOYAmt
Other Assets EOYFMV$1,053,722OtherAssetsEOYFMVAmt
Total Assets BOY$941,529TotalAssetsBOYAmt
Total Assets EOY$911,448TotalAssetsEOYAmt
Total Assets EOYFMV$1,076,577TotalAssetsEOYFMVAmt
Accounts Payable BOY$356AccountsPayableBOYAmt
Total Liabilities BOY$356TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$941,173CapitalStockBOYAmt
Capital Stock EOY$911,448CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$941,173TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$911,448TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$941,529TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$911,448TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$941,173TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$29,725ExcessRevenueOverExpensesAmt
Subtotal$911,448SubtotalAmt
Tot Net Ast Or Fund Balances EOY$911,448TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$24,522CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$557InvestmentIncomeExciseTaxAmt
Subtotal$557SubtotalAmt
Tax Based On Investment Income$557TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,148EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,148TotalPaymentsAndCreditsAmt
Overpayment$591OverpaymentAmt
Applied To ES Tax$591AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateOHOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1PAULDING COUNTY AREA FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4193998296PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 249AddressLine1Txt
CityPAULDINGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45879ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
PAULDING COUNTY AREA FOUNDATION
PO BOX 249PAULDINGOH45879TRUSTEE1.00$0$0$0
CLAUDIA J FICKEL
115 N WILLIAMS STPAULDINGOH45879SELECTION CO1.00$0$0$0
BEN WINANS
4915 US 127HAVILANDOH45851SELECTION CO1.00$0$0$0
MARTIN MILLER
303 S HARRMANN RDANTWERPOH45813SELECTION CO1.00$0$0$0
ROY KLOPFENSTEIN
115 N WILLIAMS STREETPAULDINGOH45879SELECTION CO1.00$0$0$0
KENNETH AMSTUTZ
405 N WATER STPAULDINGOH45879SELECTION CO1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,127,539AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$31,866AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$591FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,159,996TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$1,159,996AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$17,400CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,142,596NetVlNoncharitableAssetsAmt
Minimum Investment Return$57,130MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$57,130MinimumInvestmentReturnAmt
Tax Based On Investment Income$557TaxBasedOnInvestmentIncomeAmt
Total Tax$557TotalTaxAmt
Distributable Before Adj$56,573DistributableBeforeAdjAmt
Distributable Before Ded$56,573DistributableBeforeDedAmt
Distributable As Adjusted$56,573DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$76,253ExpensesAndContributionsAmt
Qualifying Distributions$76,253QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$56,573DistributableAsAdjustedAmt
Undistributed Income PY$10,493UndistributedIncomePYAmt
Qualifying Distributions$76,253QualifyingDistributionsAmt
Applied To Year1$10,493AppliedToYear1Amt
Applied To Current Year$56,573AppliedToCurrentYearAmt
Remaining Distri From Corpus$9,187RemainingDistriFromCorpusAmt
Total Corpus$9,187TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$9,187ExcessDistriCyovToNextYrAmt
Excess From Current Year$9,187ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPAULDING COUNTY AREA FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1101 EAST PERRY STREETAddressLine1Txt
CityPAULDINGCityNm
State AbbreviationOHStateAbbreviationCd
ZIP45879ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4193998296RecipientPhoneNum
Form And Info And MaterialsELIGIBILITY REQUIREMENTS 1. APPLICANT MUST BE A CITIZEN OF THE US AND RESIDE IN PAULDING COUNTY, OH. 2. APPLICANT MUST BE A SENIOR STUDENT OR A GRADUATE OF PAULDING COUNTY, OH HIGH SCHOOL. 3. APPLICANT MUST BE A FULL TIME STUDENT AT AN ACCREDITED COLLEGE OR UNIVERSITY FOR THE FULL TERM OF THE SCHOLARSHIP. 4. APPLICANT MUST HAVE ABOVE AVERAGE GRADES, SATISFIED BY A 3.0. 5. APPLICANT MUST NOT BE A MEMBER OR AN IMMEDIATE RELATIVE OF THE SELECTION COMMITTEE. 6. APPLICANT MUST COMPLETE ALL APPLICATION REQUIRMENTS BY THE SPECIFIED DEADLINE. APPLICATION REQUIREMENTS 1. A COMPLETED APPLICATION. 2. A CURRENT COPY OF TRANSCRIPT OF HIGH SCHOOL GRADES (IF FIRST TIME APPLICANT). 3. A CURRENT COPY OF COLLEGE GRADES (IF RE-APPLICANT). 4. A CURRENT COPY OF PARENTS'/GUARDIANS' FEDERAL INCOME TAX RETURN (FIRST PAGE ONLY).FormAndInfoAndMaterialsTxt
Submission DeadlinesFIRST FRIDAY OF APRIL OF THE CURRENT CALENDAR YEAR.SubmissionDeadlinesTxt
Restrictions On AwardsTHE RECIPIENT MUST BE A CITIZEN OF THE UNITED STATES AND A RESIDENT OF PAULDING COUNTY, OHIO AT THE TIME OF APPLICATION FOR THE SCHOLARSHIP. THEY MUST BE A PAULDING COUNTY, OHIO HIGH SCHOOL GRADUATE AND MUST MEET THE QUALIFICATIONS OF NEED, DESERVING, ABILITY AND HAVE A DESIRE AND INCLINATION TO CONTRIBUTE TO THE GREATEST SERVICE TO HUMANITY. THE PROPOSED RECIPIENTS ARE INTEDED TO PURSUE THE FOLLOWING EDUCATIONAL PURPOSES: TEACHERS, DOCTORS OF MEDICINE, LAWYERS, DENTISTS, MINISTERS, ENGINEERS, BUSINESS ADMINISTRATION, FARMING, VETERINARIAN AND SUCH OTHER AS THE BOARD OF SELECTORS MIGHT FIND FAVORABLE AND SUITABLE.RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (74 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
BALL STATE UNIVERSITY
OFFICE OF BURSAR AND LOANMUNICIEIN473060725NONEPUBLICSCHOLARSHIP GRANT$1,050
BALL STATE UNIVERSITY
OFFICE OF BURSAR AND LOANMUNICIEIN473060725NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$1,050
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
BOWLING GREEN STATE UNIVERSITY
1001 E WOOSTER STBOWLING GREENOH434030114NONEPUBLICSCHOLARSHIP GRANT$700
DEFIANCE COLLEGE
701 N CLINTON STDEFIANCEOH43512NONEPUBLICSCHOLARSHIP GRANT$1,050
DEFIANCE COLLEGE
701 N CLINTON STDEFIANCEOH43512NONEPUBLICSCHOLARSHIP GRANT$1,050
GRACE COLLEGE
200 SEMINARY DRIVEWINONA LAKEIN46590NONEPUBLICSCHOLARSHIP GRANT$1,050
HEIDELBERG UNIVERSITY
310 E MARKET STTIFFINOH44883NONEPUBLICSCHOLARSHIP GRANT$1,050
HEIDELBERG UNIVERSITY
310 E MARKET STTIFFINOH44883NONEPUBLICSCHOLARSHIP GRANT$700
HOCKING COLLEGE
3301 HOCKING PKWYHUNTINGTONIN46750NONEPUBLICSCHOLARSHIP GRANT$700
HUNTINGTON UNIVERSITY
2303 COLLEGE AVEHUNTINGTONIN46750NONEPUBLICSCHOLARSHIP GRANT$1,050
INDIANA TECH
1600 E WASHINGTON BLVDINDIANAPOLISIN462066020NONEPUBLICSCHOLARSHIP GRANT$700
INDIANA UNIVERSITY FORT WAYNE
PO BOX 6020INDIANAPOLISIN462066020NONEPUBLICSCHOLARSHIP GRANT$700
INDIANA WESLEYAN
4201 S WASHINGTON STMARIONIN46953NONEPUBLICSCHOLARSHIP GRANT$1,050
IVY TECH COMMUNITY COLLEGE
3800 N ANTHONY BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$1,050
MIAMI UNIVERSITY
301 S CAMPUS AVE ROOM 123OXFORDOH450563439NONEPUBLICSCHOLARSHIP GRANT$1,050
MIAMI UNIVERSITY
301 S CAMPUS AVE ROOM 123OXFORDOH450563439NONEPUBLICSCHOLARSHIP GRANT$700
NORTHWEST STATE COMMUNITY COLLEGE
22600 OH-34ADAOH45810NONEPUBLICSCHOLARSHIP GRANT$700
NORTHWEST STATE COMMUNITY COLLEGE
22600 OH-34ADAOH45810NONEPUBLICSCHOLARSHIP GRANT$700
OHIO DOMINICAN UNIVERSITY
1216 SUNBURY RDADAOH45810NONEPUBLICSCHOLARSHIP GRANT$1,050
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$1,050
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$1,050
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$1,050
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$700
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$700
OHIO NORTHERN UNIVERSITY
525 SOUTH MAIN STREETADAOH45810NONEPUBLICSCHOLARSHIP GRANT$700
OHIO STATE UNIVERISTY LIMA
4240 CAMPUS DRFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
OLIVET NAZARENE UNIVERSITY
E ILLINOIS 1 UNIVERSI AVEFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
OWENS COMMUNITY COLLEGE
30335 OREGON RDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$1,050
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$1,050
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$1,050
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$1,050
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
PURDUE UNIVERSITY FORT WAYNE
2101 E COLISEUM BLVDFORT WAYNEIN46805NONEPUBLICSCHOLARSHIP GRANT$700
THE OHIO STATE UNIVERSITY
2891 WEST LANE AVENUECOLUMBUSOH43210NONEPUBLICSCHOLARSHIP GRANT$1,050
THE OHIO STATE UNIVERSITY
2891 WEST LANE AVENUECOLUMBUSOH43210NONEPUBLICSCHOLARSHIP GRANT$700
THE OHIO STATE UNIVERSITY
2891 WEST LANE AVENUECOLUMBUSOH43210NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVEFINDLAYOH45840NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF CINCINNATI
2600 CLIFTON AVEFINDLAYOH45840NONEPUBLICSCHOLARSHIP GRANT$700
THE UNIVERSITY OF FINDLAY
1000 N MAIN STFINDLAYOH45840NONEPUBLICSCHOLARSHIP GRANT$1,050
THE UNIVERSITY OF FINDLAY
1000 N MAIN STFINDLAYOH45840NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF NORTHWESTERN OHIO
1441 NORTH CABLE ROADLIMAOH45805NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF NORTHWESTERN OHIO
1441 NORTH CABLE ROADLIMAOH45805NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46808NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46808NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF ST FRANCIS
2701 SPRING STREETFORT WAYNEIN46808NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$700
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
UNIVERSITY OF TOLEDO
PO BOX 10004TOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$700
WITTENBERG UNIVERSITY
200 W WARD STTOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
WITTENBERG UNIVERSITY
200 W WARD STTOLEDOOH436990004NONEPUBLICSCHOLARSHIP GRANT$1,050
WRIGHT STATE UNIVERSITY
3640 COLONEL GLENN HIGHWADAYTONOH454350001NONEPUBLICSCHOLARSHIP GRANT$1,050
YOUNGSTOWN STATE UNIVERSITY
1 UNIVERSITY PLAZAYOUNGSTOWNOH44555NONEPUBLICSCHOLARSHIP GRANT$1,050
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$65,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$17ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$20,587ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$27,122ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescSCHOLARSHIP REFUNDDesc
Exclusion25ExclusionCd
Exclusion$3,850ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$51,576ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$51,576TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$6,395Amt
Net Investment Income$2,130NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,265DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (5 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
AMERICAN HIGH INCOME TRUST2015-10PURCHASE2022-06$10,000$10,933-$933
AMERICAN MUTUAL FUND2015-10PURCHASE2022-06$10,000$7,911$2,089
CAPITAL INCOME BUILDER2015-10PURCHASE2022-06$10,000$9,475$525
ISHARES CORE S&P SMALL CAP ETF2015-10PURCHASE2022-06$1,964$949$1,015
CAPITAL INCOME BUILDER2015-10PURCHASE2022-10$5,000$5,096-$96

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLAWYER FEESCategoryTxt
Legal Fees$8,146LegalFeesAmt
Net Investment Income$2,715NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,431DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
EDWARD JONES$506,420$495,051$555,071
PERSHING, LLC$393,643$393,542$498,651

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
OAG FILING FEE$200$200
BASIS ADJUSTMENT$203$203

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescSCHOLARSHIP REFUNDDesc
Revenue And Expenses Per Books$3,850RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryEXCISE TAX PAIDCategoryTxt
Amt$557Amt
Disbursements Charitable Prps$557DisbursementsCharitablePrpsAmt